Published at: 2026-09-17
process-customization-development-overview
Use PWC plug-ins and extension points to enhance process pages, buttons, forms, to-dos, and stage view capabilities.
Overview
Process customization development handles complex interactions and business validation scenarios that standard process configuration cannot cover. Developers can use PWC plug-ins to connect extension events or hooks in approval flows, business flows, to-do pages, Pipelines, and stage views. These extensions customize page display, button behavior, operation validation, field rendering, and process handling logic.
Process extensions usually do not replace the process configuration capability. Instead, they enhance process runtime pages and user operations. For example, extensions can control button visibility, change button text, intercept submissions, adjust the details area, restrict the Change Handler range, extend to-do lists or cards, and customize the statistics area in stage view.
Use cases
Use process customization development in the following cases:
- Standard process pages cannot meet business display requirements, and you need to customize approval content, task details, or stage cards.
- Process buttons must dynamically show, hide, rename, or sort based on object status, Task Type, or user Role.
- Before users click Approve, Reject, Pre-assign, Change Handler, On Hold, Completed, or similar buttons, you need to add validation or prompts.
- To-do lists, to-do cards, or Mobile Client to-do buttons must display differently by object, filter condition, or Task Status.
- Pipelines must control the stage header, task buttons, task clicks, stage selection, or stage jumps.
- Stage view must customize the top statistics area, card content, or stage Kanban rendering logic.
Development capabilities
| Capability | Description |
|---|---|
| Business flow details page enhancement | Extend bottom buttons on the business flow details page, task buttons on the object details page, task detail rendering, forced edit forms, form secondary buttons, instance areas, and View Details buttons. |
| Approval flow details page enhancement | Extend interactions for approval Approve, Reject, Change Handler, Pre-assign, approval comments, approval content area, and reply list. |
| To-do page enhancement | Extend lists, cards, batch buttons, pre-click validation, and Mobile Client to-do areas for approval flow to-dos and business flow to-dos. |
| Pipeline enhancement | Extend stage cards, stage headers, stage tasks, task buttons, task clicks, task actions, stage selection, and stage jumps. |
| Stage view enhancement | Extend Roll-Up Summary fields at the top of stage view, stage cards, and logic before stage view rendering. |
| Custom process variables | Pass custom business data during process runtime for use with process rules, plug-ins, or post-actions. |
Extend process capabilities
PWC process extension capabilities are organized by page and operation phase. During development, first confirm which process page you need to enhance, and then select the corresponding plug-in type and extension event.
Business flow details page
The business flow details page is suitable for enhancing Business Process task processing pages and the Business Process area on object details pages.
Common capabilities include:
- Bottom button enhancement: Before details page bottom buttons render, change button names, adjust button order, or control button visibility. For example, change “Complete” to “Confirm Receipt”, or hide “On Hold” by Task Type.
- Object details page task button enhancement: Control the display and interactions of stage task or business task buttons on the object details page.
- Task detail rendering enhancement: Adjust task detail content. Use this to add business descriptions, highlight key fields, or hide irrelevant information.
- Forced edit form: Force users to enter an edit form or complete specified content before process handling.
- Form secondary button customization: Customize secondary button behavior and display text in forms.
- Object details page instance area enhancement: Customize how the Business Process instance area appears on the object details page.
- Approval comments required: Control whether comments are required by business rule.
- Object details page stage node click: Intercept or enhance clicks on stage nodes on the object details page.
- View Details button customization: Control the navigation, text, or visibility of the View Details button.
Use case: You need to dynamically adjust buttons and display content on the business flow details page based on Business Process task type, object fields, Current Handler, or Process Status.
Approval flow details page
The approval flow details page is suitable for enhancing key approval operations.
Common capabilities include:
- Approve enhancement: Control the Approve dialog title, post-assignment visibility, approval comment placeholder, processing approval switch, and whether an edit content form is required.
- Reject enhancement: Add validation, prompts, or custom logic before or after rejection.
- Change Handler enhancement: Control the Change Handler dialog, personnel range, or pre-submit validation.
- Pre-assign enhancement: Control the Pre-assign button, Assignment Mode, assignee range, and logic before or after Pre-assign.
- Approval comment enhancement: Adjust approval comment text, default values, required rules, or input prompts.
- Approval content area enhancement: Customize approval content display to highlight key business fields or add notes.
- Reply list enhancement: Enhance display and interaction for approval node reply lists.
Use case: Approval operations must dynamically respond to Business Status or user Role, or require business validation before Approve, Reject, assignment, or Change Handler.
To-do page
To-do page extensions apply to lists, cards, and batch processing scenarios for approval flow to-dos and business flow to-dos.
Common capabilities include:
- Approval flow to-do enhancement: Enhance approval flow to-do lists or cards, control batch buttons, post-list-render logic, post-card-render logic, and pre-click validation.
- Business flow to-do enhancement: Enhance Business Process to-do lists or cards, and control to-do display and operation entries by Task Type, object, or filter condition.
- Batch button control: Control the display and style of buttons such as batch approval and batch Change Handler based on object, Task Status, filters, or user permissions.
- Mobile Client to-do enhancement: Adjust the upper-right area, bottom buttons, batch operation buttons, and text on Mobile Client lists. Insert validation or prompts before button clicks.
Use case: You need to enhance the process handling experience at the to-do entry point, such as restricting batch operation scope, hiding buttons by object, or adding business fields to to-do cards.
Pipeline
Pipeline extensions apply to object details page stage cards, stage lists, stage task details, stage jumps, and stage selection areas.
Common capabilities include:
- Stage task Change Handler range control: Restrict the personnel range available when changing a handler.
- Stage header rendering control: Customize stage header style, color, or content based on stage status.
- Task enhancement: Control task button rendering, task click interception, task action interception, stage selection range, and validation before stage jumps.
- Stage card rendering control: Control the display, hiding, or data display of stage cards.
- Stage jump control: Add business validation before entering the next stage, jumping to a normal stage, or jumping to an end-state stage.
Use case: Stage Advancement must dynamically adjust tasks, buttons, selectable stages, or jump rules based on Business Status.
Stage view
Stage view extensions apply to stage Kanban pages and stage card display.
Common capabilities include:
- Stage view enhancement: Run logic before stage view rendering and customize the top statistics field area.
- Stage card enhancement: Adjust stage card content, buttons, or interactions.
- Statistics area customization: Show custom statistics fields by business definition, such as Amount, quantity, forecast value, or other business metrics.
Use case: Standard stage view statistics or card display cannot meet business dashboard needs, and you must add custom statistics or card interactions.
Development process
- Confirm the extension page: Determine whether you need to enhance the business flow details page, approval flow details page, to-do page, Pipeline, or stage view.
- Confirm the terminal: Specify whether the extension applies to Web Portal, Mobile Client, or both.
- Select a plug-in type: Select a plug-in type by page, such as business flow details, approval details, approval to-do, business flow to-do, Pipeline, or stage view.
- Select an extension event or hook: Select a pre-render, post-render, pre-click, pre-action, or similar entry point based on the area to enhance.
- Write plug-in logic: In the plug-in, read process, task, object, and user context. Modify display or intercept operations according to business rules.
- Jointly debug and verify: Cover lists, cards, details pages, Mobile Client, Web Portal, batch operations, and exception scenarios.
- Publish configuration: Publish the plug-in, and enable it in process, to-do, or stage-related configuration.
Design recommendations
- Prefer standard configuration capabilities. Develop extensions only when configuration cannot meet the requirement.
- Keep extension logic focused on one page or one operation. Avoid assigning too many responsibilities to one plug-in.
- For logic that affects user actions, such as hiding buttons, intercepting actions, or restricting jumps, provide clear prompts.
- Handle exception scenarios in plug-ins so extension errors do not affect process handling.
- Before release, verify Web Portal, Mobile Client, list view, card view, and details pages separately.
- For key operations such as approval, rejection, termination, deletion, and batch processing, verify them in a test process first.